Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” “The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations.

Finance 96

Finance Leadership Communication Strategic Planning 96

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

VCFO

JUNE 19, 2023

While it’s unlikely that one could find an executive that disagrees with this sentiment, manufacturing entities nonetheless often operate in isolated silos with inadequate communication and interaction between the production units and the corporate team. It also shows respect.

Prioritization 69

Prioritization Manufacturing Leadership Communication 69

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. What is a Merger & Acquisition Integration Plan? Before the transaction documents are executed, having a post-merger M&A Integration Plan in place is imperative to define the steps, activities, and responsibilities of all parties. Key Elements of an Integration Plan.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

VCFO

AUGUST 18, 2022

For the CPO, this means shaping and carrying out a strategic plan that unlocks that people potential via a high level of employee engagement. This includes areas such as performance management, learning and development, career pathing, succession planning, and more. An Enabler of Business Strategy. percent from 28.3

Leadership 81

Leadership Communication Management Consulting Strategic Planning 81

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

The Charity CFO

NOVEMBER 23, 2022

CFAs are best known for investment analysis and wealth planning, CPAs for tax preparation and financial statement auditing, and CFPs for financial planning. Excellent Communication Skills. The ability for communication, with various stakeholders, is essential for the finance director role. How to verify. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . The CFO—either a full-time CFO or a Fractional CFO embedded in the leadership team—has a critical role in response to the current inflationary cycle and the resulting uncertainties. LEARN MORE.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. CPM software includes budgeting, forecasting and planning functions, as well as graphical scorecards and dashboards to deliver and to display corporate information. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

VCFO

JUNE 29, 2023

How Cracks in Nonprofit Finance & Compliance Creep In Nonprofit CEOs rely on their organization’s CFO to provide sound fiscal management, ensure full compliance, and be strategic partners. They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

VCFO

MARCH 6, 2024

HR also helps safely bring any needed third parties into the mix and assists with communication and meeting elements to keep evaluations on track. If the deal does go through, leadership will be prepared and have HR’s continued support through transition.

Mergers and Acquisitions (M&A) 78

Mergers and Acquisitions (M&A) Leadership Construction Communication 78

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

CFO Talks

JULY 7, 2022

Conclusion: Setting the year program for the CFO Alliance – Alliance Leadership. Strategy, planning skills, good governance. Communicate the strategy. Round table – The State: strategic planning skills. Keynote: David Wray – CFO and ESG Round Table. XLIV NATIONAL ANDAF CONGRESS. Macro-economic view.

CFO 52

CFO Strategic Planning Leadership Invoicing 52

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. CFOs are some of the highest-paid finance professionals because they have experience and networks and excel at financial leadership. Communication Skills.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Future CFO

JANUARY 7, 2024

Finance leaders must collaborate with chief information officers and chief transformation officers to align budget priorities, integrate strategic planning decisions, and respond swiftly to market changes.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Beacon CFO Plus

OCTOBER 21, 2021

What do you do when a CFO abruptly quits or announces plans to retire? As you prepare to manage a CFO transition now or in the future, here are some considerations: Create a succession plan. Clearly communicate the organization’s purpose, mission, vision, and strategic plan. Take a New Approach.

CFO 52

CFO Strategic Planning Leadership Budgeting 52

Future CFO

OCTOBER 17, 2023

The interview is part of FutureCFO's Female Leadership in Finance Series. My greatest strengths lie in customer management and strategic planning. This means not only talking about leadership values but also embodying them in my actions.

SAP 52

SAP Leadership Finance Strategic Planning 52

VCFO

JUNE 16, 2022

Is your leadership team truly diverse? And because culture starts with leadership, senior leaders must also challenge their teams to view themselves and their functions through the lens of DE&I. Do leadership ranks now demonstrate more diversity? What do customer satisfaction and employee surveys communicate bout DE&I?

Leadership 69

Leadership Communication Advertising Education 69

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Different elements of leadership will often have different views of how to grow the company. Be conservative (but also plan for best and worse cases).

Forecasting 88

Forecasting Planning Reconciliations Leadership 88

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. AI-powered systems can enable efficient supply chain planning, reduce costs, and improve overall operational resilience.

SAP 76

SAP B2B Leverage Analyzing Data 76

The Finance Weekly

APRIL 1, 2023

Prior to joining Funko, Nave held various executive leadership roles at Walmart.com, where he served as the CFO, COO, and CEO. Prior to that, she served as the CFO of ByHeart, a baby nutrition company, and held several finance leadership roles at Dove, Chobani, and Talenti. Varma began her career in accounting at KPMG.

CFO 52

CFO Corporate Finance Finance Pharmaceutical 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. What makes for a sought-after chief finance professional (CFO)? These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving 52

VCFO

FEBRUARY 3, 2022

When I served as a panelist for the webinar, “Budgeting Basics: How to Build a Strong Budget,” we discussed a variety of topics, including how budgets affect profitability, when to start building next year’s budget, planning frameworks and the company stakeholders who need to be involved in the process. Encourages commitment to the plan.

Budgeting 71

Budgeting Leadership Communication Planning 71

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. It’s important that each team has a seat at the table when it comes to shaping the future of the Planning Maestro experience.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. An effective leadership team depends on the CEO and CFO being a great double act. FutureCFO: What are your responsibilities as the CFO at BIG Loyalty?

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Planful

JUNE 15, 2017

This was the focus of a recent Argyle/CFO webinar sponsored by Planful. During the event, a panel of two FP&A experts shared their insights on the current state of the FP&A function, the forces driving an increased need for accurate planning and forecasting, and where the function is going in the future. Learn More.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Strategic Planning Forecasting Finance 40

CFO Talks

OCTOBER 10, 2022

But now the CFOs today have to be more adaptive, they have to exhibit leadership skills, instead of a role as being a controller, you need to be a business partner. You have to show communication skills and you have to cut across all functions or departments to have a clear understanding of the organisational needs.

CFO 52

CFO Transportation Education Accounting 52

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. A static budget is a detailed plan that uses predicted amounts for a given period.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

VCFO

MARCH 31, 2022

Be sure to ask about their communication style and how you will be updated on the work throughout the relationship. Ensure that expectations will be met when it comes to timeliness of communications and actions. Confirm their ability to accommodate changing schedule needs, response timing expectations, and more.

CFO 52

CFO Communication Auditing Budgeting 52

Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” He cited the recent example at Wells Fargo with associates opening up new accounts for clients and collecting millions in fees for the bank due to its incentive compensation plan.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement. It is important to ensure that is happening.

Finance 91

Finance Strategic Planning Auditing CFO 91